(TCB63) | Client Relationship Partner
(TCB63) | Client Relationship Partner
14 Nov
Yes Bank Ltd
Mumbai
Job Description
Client Relationship Partner - ( ACQ0000F7 )
Description
Core Responsibilities
Business Acquisition
Undertakes acquisition of Quality CASA (Current Account & Saving Account)
Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
. Maintaining good relationship with the customers through regular connects and prompt redressal of any queries
Quality Focus
Compliant towards KYC and all operational risk parameters
Complies with Banks policies and processes
Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
Ensures safety and security of Bank and customer's assets
Ensures timely submission of MIS reports to relevant stakeholders
Qualifications
Minimum Qualifications
Bachelors degree in any discipline
Professional Certifications
AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Language Skills
Written and spoken English is essential
Primary Location : India-Maharashtra-Mumbai
Work Locations : Sion
Unit No. G-01 and G-02A Ground Floor Value Enclave Plot No. 55A Dr. Ambedkar Road Sion Mumbai 400022
MUMBAI 400022
Job : Client Relationship Partner
Organization : Branch Banking
Schedule : Regular
Shift : Standard
Job Type : Full-time
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